Senior Wealth & Fiduciary Client Advisor
Listed on 2026-10-13
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Veritas Partners in Washington, DC is seeking a Private Client Advisor to join its established wealth management team. You will service high-net-worth families, family offices, endowments, and foundations, coordinating with internal staff and outside advisors to deliver comprehensive, fiduciary-oriented solutions.
You will manage client meetings, oversee account maintenance, and respond proactively to inquiries while building long-term relationships with sophisticated clients in a dynamic market.
This is a genuine opportunity to take on the Senior Wealth & Fiduciary Client Advisor role at Veritas Partners.
We are currently recruiting a Senior Wealth & Fiduciary Client Advisor for our team in Washington, DC, United States.
This is a genuine opening to take on the Senior Wealth & Fiduciary Client Advisor role at Veritas Partners.
As a Senior Wealth & Fiduciary Client Advisor, you will play an important part at Veritas Partners in Washington, DC, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).